Accurately sync data from 900+ direct custodial & provider feeds
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Historical data requires Pro Plan
Unlock Historical DataPersonalized experiences — unifies and normalizes key data elements for a holistic view.
Accurate data matching — multi-tiered matching logic ensures that data is correctly matched and linked.
Easy access to insights — pre-configured reports and dashboards support data-driven decision-making.
900+ Data Providers: > Schwab Advisor Services (Charles Schwab) > Fidelity Institutional > Pershing Advisor Solutions & PershingLLC > Apex Clearing Corporation > DST Financial Advisor Network > Interactive Brokers > National Financial Services LLC (NFS)
Volume discounts available One-time installation and setup fee
Default: 30 USD/monthly
Get access to complete historic data, advanced analytics, competitor insights, and more with our Pro plan.